Challenge

Jim and Deb had self-managed Beachside Five for over 40 years, treating the property not just as an investment but as a deeply personal endeavor. They had thoughtfully cared for the property and developed long-standing relationships with their tenants. When they made the decision to step away from day-to-day operations, it wasn’t about maximizing price, it was about finding the right successor.

Living just one lot away, Jim and Deb made it clear: they wanted a buyer who would be a responsible, thoughtful landlord and a respectful neighbor. The sale needed to honor the community they had helped build and the tenants they had supported. Our team was entrusted with balancing this human element with market performance—tasked with identifying a buyer who could not only close but carry the legacy forward.

Result

Our team identified one family quickly stood out: recent empty nesters looking to return to the neighborhood where they had grown up. They had long dreamed of owning a waterfront home in this exact location—and Beachside Five was a perfect match. Their intention to owner-occupy and self-manage aligned beautifully with Jim and Deb’s hopes for the next chapter of the property.

During the due diligence period, the buyers and sellers met face to face. The connection was immediate. The sellers felt confident that this family would be both, an ideal fit for continuing the spirit of stewardship Jim and Deb had cultivated for over four decades.

The closing was smooth, respectful, and celebratory on both sides!